Latest Institutional Transactions on Goldman Sachs Access Treasury (GBIL)
This table provides information on the latest institutional transactions involving Goldman Sachs Access Treasury (GBIL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$396K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.28KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-379Closed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-53.9KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.44KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.85KClosed |
N/A
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.23KClosed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.05KClosed |
N/A
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.77KClosed |
N/A
|
0
$0
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-2K- 1.37% |
N/A
|
143K
$14.3M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-87Closed |
N/A
|
0
$0
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-54.2KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.99KClosed |
N/A
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-3.33KClosed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-114KClosed |
N/A
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-374Closed |
N/A
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.3KClosed |
N/A
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20KNew |
N/A
|
20K
$1.99M
|
|
Q3 2020 | |||||||
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-340- 66.15% |
N/A
|
174
$17.4K
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-46.1KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.62KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$2.53M
|
|
Nov 09, 2020
Q3 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-77.9KClosed |
N/A
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-41.4KClosed |
N/A
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
47.3KNew |
N/A
|
47.3K
$4.71M
|
|
Oct 21, 2020
Q3 2020
|
Ledyard National Bank
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Madden Securities Corp
|
SELL
|
- |
-6.48KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30New |
N/A
|
30
$2.99K
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1New |
N/A
|
1
$99.8
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.25K+ 574.94% |
N/A
|
2.64K
$263K
|
|
Aug 17, 2020
Q2 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-528- 17.36% |
N/A
|
2.51K
$251K
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.14KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.17KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-338Closed |
N/A
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|